+1,343.1%
PAYC vs MDY
+228.0%
+1,115.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.6% | -0.4% |
| 7D | -8.7% | -0.8% | -8.0% | -7.9% |
| 30D | +1.2% | -3.9% | +5.0% | +5.8% |
| 3M | +58.6% | 0.0% | +58.7% | +57.5% |
| 6M | +56.6% | +8.5% | +48.1% | +39.1% |
| YTD | +36.2% | +13.2% | +23.0% | +14.3% |
| 1Y | -2.2% | +15.0% | -17.2% | -19.8% |
| 3Y | -22.3% | +49.6% | -71.9% | -54.9% |
| 5Y | -53.9% | +46.0% | -99.9% | -71.5% |
| 10Y | +347.5% | +176.4% | +171.1% | +23.7% |
| All | +1,343.1% | +228.0% | +1,115.1% | +263.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling